Well, which blade of the scissors cuts?
It truly is that we have global demand. Certainly what markets think is that over the relevant time horizon, global demand is going to grow perhaps at the rate of supply or slightly faster, so you get a futures curve that has a bit of an uptick to it.
We're not experts in the oil industry. There is no model that we have found that does any better than using as an assumption what the market has out there for futures prices. That's not very good either, but it's the best we have, and that's why we use it.